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Assenta
العربية

The platform

One system for the whole sales operation

Leads, calls, eligibility, applications, back office, targets, incentives and the people who sell, in one place. Assenta runs the sales side of retail banking, beside your loan system.

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The sales journey

Every step of the sale, in one system

Assenta follows each customer from the first call to the booking, and tells the right person when something stalls.

  1. 01

    Lead

    Leads arrive from every channel, including pre-approved lists and your own customer book. Duplicates and do-not-call customers are caught, and each lead goes to the agent best placed to convert it.

  2. 02

    Call

    The call queue picks the next customer. The call card has an opening script in the customer's language and one-click outcomes that plan the next step.

  3. 03

    Eligibility & offer

    Your credit policy runs while the customer is on the line. The agent sees what they qualify for, the three best offers and a pitch already written.

  4. 04

    Application

    A pre-submission check catches gaps before the agent keys the application into your loan system. Assenta then tracks every stage against its turnaround time.

  5. 05

    Back office

    Files are received, checked line by line, then forwarded to credit or returned to sales, on working-time clocks with a second check.

  6. 06

    Follow-up

    Follow-up agents chase documents and returns, and fulfilment agents help customers finish a digital journey. Stuck files are raised before customers complain.

  7. 07

    Booked

    Points and target achievement update for everyone on the application, from the agent to the head of sales.

Applications are keyed and decided in your loan system. Assenta tracks every stage and chases what is stuck.

The modules

Everything your sales force runs on

More than 30 modules for finance and card sales, grouped the way your teams work.

Uses Assenta AI

01

Leads & customers

Every lead in one place and with the right agent, from first contact to the booking.

  • Lead 360

    Stage, score, obligations, eligibility, offers and every contact, on one screen.

  • AI lead allocation(Uses Assenta AI)

    Each new lead goes to the agent best placed to convert it, matched on language, record, capacity, speed and fairness.

  • Pre-approved offers

    Your pre-approved lists become checked, allocated leads, called before the offers expire.

  • Top-up & cross-sell(Uses Assenta AI)

    Finds existing customers ready for a top-up, a card or personal finance, with the opening line drafted.

  • Do-not-call register

    One register for the whole bank. A customer on it is never called, on any product.

02

Telesales

Call centres run on quotas, plans and pace, with every call logged.

  • Call queue

    Picks the next call: callbacks, new leads, expiring offers and retries, then the best leads for this hour.

  • Daily quotas

    Calls and customers reached against quota, with the pace through the day.

  • Calling plan

    Each evening, a plan for the next calling day, timed to when customers answer. The agent reviews and books it.

  • In-bound calls

    Find the caller by mobile, ID or name, or create the lead on the spot.

  • Calling hours

    A call outside calling hours asks for a reason, and automatic retries stay inside them.

03

Applications & back office

From the right offer to a complete file, tracked beside your loan system.

See the eligibility check

  • Eligibility & affordability

    Your credit policy and the customer's living budget, checked in seconds.

  • Product recommendations(Uses Assenta AI)

    The three best offers for each customer, with the pitch written.

  • Application tracking

    Every stage tracked beside your loan system, against working-time turnaround.

  • Exception approvals(Uses Assenta AI)

    Rate and policy exceptions through one approval chain, with limits by role, monthly caps and a recommendation for the approver.

  • Document collection

    Book a collector to pick up the customer's documents. Collected papers are ticked on the checklist.

  • Back office(Uses Assenta AI)

    Files received, checked line by line, then forwarded to credit or returned to sales, on turnaround clocks.

  • Follow-up & fulfilment(Uses Assenta AI)

    Follow-up agents chase applications to booking. Fulfilment agents visit customers to finish a digital journey.

04

People & performance

Targets, incentives, pay and training, for bank and agency staff alike.

See targets, points and incentives

  • Targets

    Monthly targets in amounts, cards and points, with an assistant that helps leaders split them.

  • Points & campaigns

    Points at each stage for everyone on the application, rate campaigns and achievement rewards.

  • Gamification

    Tiers from bronze to platinum, streaks and badges.

  • Agency HR & payroll

    Leave, attendance, HR requests and each agency's monthly payroll, with an invoice check.

  • Assenta Academy

    Courses, tests and certificates, with learning paths for each role.

  • Agents see their points, and what those points are worth under your incentive plan, on their own screen at any time.

05

AI & control

AI agents find the problem and draft the fix for a manager to approve, and every action is logged.

Meet Assenta AI

  • AI assistant for every role(Uses Assenta AI)

    Answers from live sales data in English or Arabic, limited to the user's part of the bank.

  • Needs Attention(Uses Assenta AI)

    Every 30 minutes, AI agents find the risk and draft the fix. A manager approves.

  • Risk Watcher(Uses Assenta AI)

    Early warnings: rejection spikes, applications drying up, agents who stopped booking.

  • Explain this number(Uses Assenta AI)

    Tap any figure on a dashboard to see where it comes from and what drives it.

  • Full audit trail

    Sign-ins, records opened and every change, approval and AI action: who, what and when.

06

Insights

The numbers each role needs, from the funnel to the cost of every booking.

  • Role dashboards

    Dashboards for every role, led by sales against target.

  • Sales funnel

    From lead to booking by channel, team, product and customer group, with drop-off and lost reasons.

  • Campaign return on spend

    Leads, bookings and cost per booking for every marketing campaign.

  • Cost & efficiency

    Cost per booking and per card, by channel, team and agent, including agency fees and incentives.

Built for every role

One system, from the newest agent to the head of sales

18 roles, each with the menus and screens it needs. Everyone sees only their part of the organisation, in every list, report, search and AI answer.

Sales agents

  • Direct sales agent
  • Field sales agent
  • Telesales agent
  • Document collector

Today's leads, calls and follow-ups in one list, eligibility and the best offers on every call, and their points and what they are worth.

Team leaders

  • Sales team leader
  • Field sales team leader
  • Cross-sell team leader

Team performance against target, monthly targets set with an assistant, leads reassigned in a few clicks, and approvals waiting.

Managers

  • Sales manager
  • Regional sales manager

Their own line against target, the pipeline by stage with files past turnaround time, and decisions drafted by Assenta AI.

Head of sales

  • Head of sales

The whole bank against target by product and team, a morning briefing, the yearly sales plan and the decisions that need them.

Back office

  • Back-office agent
  • Back-office manager

Work queues with turnaround clocks, document checks, second checks, returns to sales and files forwarded to credit.

Follow-up and fulfilment

  • Follow-up agent
  • Follow-up team leader
  • Fulfilment agent

Applications chased to booking, returned files fixed, and visits that help customers finish a digital journey.

HR and training

  • Head of training
  • Trainer

Courses, tests and certificates in Assenta Academy. HR runs leave, attendance and agency payroll from its own screens.

Administrators

  • CRM administrator

Settings, approval chains, the approved employer list, the do-not-call register and the full audit trail.

Built for how banks sell

Your calendar, your agency staff, your products

Your sales calendar

Public holidays and Ramadan hours are built in. Working days, turnaround times and call pace skip holidays, and late calls in Ramadan count for the day they belong to, so targets and turnaround times stay fair.

Agency staff on board

Agency and telesales staff work in Assenta without CRM licences. Their leave, attendance, HR requests and each agency's monthly payroll are handled here too, with a check against the agency's invoice.

Every retail product

One sales operation across personal finance (new, top-up and buy-over), credit cards, auto lease and mortgage. The eligibility engine covers personal finance and cards.

Two ways to start

With your CRM, or as your CRM

Already have a CRM? Assenta runs alongside it.

  • Keep your CRM for the customer view and service.
  • Assenta adds what the CRM leaves out: eligibility, best offers, targets and incentives, telesales, follow-up, back office, agency payroll and training.
  • Bring agency and telesales staff on board without CRM licences.
  • REST APIs connect Assenta with your loan system, core banking and CRM.
  • Start with one sales unit, then grow.

No CRM yet? Assenta is your CRM.

  • One system for leads, customers and your whole sales team.
  • Replace spreadsheets and chat groups with live pipelines and dashboards.
  • Live in weeks, not a year-long CRM project.
  • Add Assenta Service for complaints and service requests.
  • Grow from one sales unit to the whole retail bank.
About Assenta Service

Sits beside your loan system. Applications and final credit decisions stay in the systems you already run. Assenta runs the sales side around them.

See a head of sales' day in Assenta

A 30-minute demo, in English or Arabic, on a sales month like yours.

Book a democonnect@assentasystems.com